SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 687 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,160 | +291.6% | 122 | +306.7% | 0.00% | – |
Q2 2023 | $1,573 | -41.3% | 30 | -40.0% | 0.00% | – |
Q1 2023 | $2,681 | +3.5% | 50 | 0.0% | 0.00% | – |
Q4 2022 | $2,590 | +29.5% | 50 | 0.0% | 0.00% | – |
Q3 2022 | $2,000 | -60.0% | 50 | -45.7% | 0.00% | – |
Q2 2022 | $5,000 | -70.6% | 92 | -68.1% | 0.00% | -100.0% |
Q1 2022 | $17,000 | -81.9% | 288 | -80.9% | 0.00% | -75.0% |
Q4 2021 | $94,000 | -41.6% | 1,506 | -41.9% | 0.00% | -33.3% |
Q3 2021 | $161,000 | +17.5% | 2,591 | +17.9% | 0.01% | +20.0% |
Q2 2021 | $137,000 | +3.8% | 2,197 | +2.3% | 0.01% | +25.0% |
Q1 2021 | $132,000 | +0.8% | 2,147 | 0.0% | 0.00% | -20.0% |
Q4 2020 | $131,000 | +101.5% | 2,147 | +102.4% | 0.01% | +66.7% |
Q3 2020 | $65,000 | +364.3% | 1,061 | +345.8% | 0.00% | +200.0% |
Q2 2020 | $14,000 | +7.7% | 238 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $13,000 | 0.0% | 238 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $13,000 | 0.0% | 238 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $13,000 | 0.0% | 238 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $13,000 | -18.8% | 238 | -20.7% | 0.00% | 0.0% |
Q3 2018 | $16,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $16,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $16,000 | – | 300 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Quadratic Capital Management LLC | 47,993,433 | $3,003,429,000 | 99.85% |
NinePointTwo Capital LLC | 2,287,641 | $143,160,000 | 55.49% |
Knowledge Leaders Capital, LLC | 329,957 | $20,649,000 | 16.67% |
AllGen Financial Advisors, Inc. | 242,762 | $15,192,072 | 12.40% |
Charles Schwab Investment Advisory, Inc. | 94,379,550 | $5,906,273,000 | 9.87% |
SVB Investment Services Inc. | 231,493 | $14,487,000 | 9.66% |
MONUMENTAL FINANCIAL GROUP INC. | 189,330 | $11,848,000 | 9.46% |
Carolina Wealth Advisors, LLC | 220,866 | $13,822,000 | 9.15% |
PEAK FINANCIAL ADVISORS LLC | 157,484 | $9,855,000 | 8.67% |
KEYSTONE WEALTH PARTNERS | 237,311 | $14,851,000 | 8.18% |